Estate & Tax Primer

Date: December 11, 2017 Time: 10:30 am - 2:30 pm EST Location: Online CPE: 4 Format: Webcast
EVENT DESCRIPTION

This comprehensive course offers the participant an understanding of the federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on the beneficiaries of those trusts and estates. We will also discuss some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.

LEARNING OBJECTIVES
Understand the concept of a trust and the various types of trusts
Advise clients on filing requirements for Forms 706 and 709
Identify the elements of an estate and grantor trusts
Minimize transfer taxes by incorporating exemptions and credits
Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children
MAJOR TOPICS
Trustee powers
Recognition and realization of income
Elements of an estate
Taxation of Trusts and Estates
Basic concepts of estate planning
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Personal Financial Planning Practitioner Tax
CPE FIELD OF STUDY
Taxes (4.0 Credits)
WHO SHOULD ATTEND
CPAs, professional accountants with fiduciary tax experience, financial advisors, & estate attorneys
COURSE LEVEL
Intermediate
LOCATION
Online Webcast

MACPA MEMBER


$ (% off)
$159.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$199.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS EVENT
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